Simeon Hyman

speaker
220 appearances 1 recordings 1 series first heard Jul 2026 last heard 17 Jul

Simeon Hyman’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months
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Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

Appearances

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And we know who it is.
It's TSMC and it's Samsung and SK Hyde.
We know who they are.
Your brain has sort of said, no, emerging markets.
Oh, isn't that?
Well, it's gold over there and diamonds over there and oil over there and palm oil over there.
And
I think it's almost like the first leg of the concentration might sort of happen first and then the broadening second.
And we're ahead of that in the U.S.
So I think the takeaway from that is in the very near term, it's worthwhile for investors to just take that extra look at their portfolio and make sure they're happy.
you know, with their asset allocation and their diversification.
Because if they thought they had emerging markets to get diversification from commodity centric exposure, actually, that's not really what they have right now.
Oh, so maybe they got to go back and think about that noble thing, because maybe that'll do it.
You just got it.
You got to look because this stuff is moving fairly quickly.
29?
I said 22.
Am I already off from last week?
So I mentioned a couple.
So just on the single stock front, we did launch SKHU.
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